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CIK: 0001786241
Total reported value
$202.2M
$202.2M
51 檔
56.1%
During the Q3 2024 filing period, Hilltop Wealth Advisors, LLC (CIK: 0001786241) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $202.2M across 51 reported positions.
Hilltop Wealth Advisors, LLC executed strategic sector rebalancing during Q3 2024, establishing 2 new positions while fully exiting 3 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 14.98% | -1.18% | -2.06% | |
| 2 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 10.55% | — | +1.72% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 10.00% | — | +2.25% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.30% | -1.20% | -1.58% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 8.08% | — | +0.88% | |
| 6 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 7.15% | — | +0.83% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 5.26% | -0.23% | +0.08% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.21% | -0.82% | +1.58% | |
| 9 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 2.51% | -0.25% | +176.17% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.30% | -0.34% | -1.29% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.23% | -0.04% | -0.68% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.90% | -0.17% | -1.39% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.72% | -0.03% | -5.64% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.65% | -0.23% | +1.07% | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.57% | -0.05% | -3.14% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.50% | +0.03% | -1.71% | |
| 17 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.34% | -0.07% | -1.98% | |
| 18 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.14% | -0.23% | -0.36% | |
| 19 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.10% | -0.23% | -8.14% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 1.09% | -0.08% | -0.78% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | -0.21% | +180.81% | |
| 22 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.95% | -0.11% | +324.16% | |
| 23 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.95% | -0.09% | -4.72% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.93% | — | +2.18% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.61% | +0.01% | +3.15% | |
| 26 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.54% | — | -0.66% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.41% | -0.02% | -0.04% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.40% | — | — | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.40% | -0.02% | -12.02% | |
| 30 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.39% | -0.01% | -1.68% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.36% | -0.03% | -10.43% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.35% | -0.03% | +88.65% | |
| 33 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.33% | -0.04% | -2.63% | |
| 34 | ET | Energy Transfer LP | Stock-Energy | 0.28% | -0.08% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | +1.11% | -0.20% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.26% | -0.04% | — | |
| 37 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.24% | — | — | |
| 38 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.17% | -0.01% | — | |
| 39 | VTR | Ventas Inc | Stock-Real Estate | 0.16% | -0.01% | — | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.15% | — | -29.63% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.12% | — | +1.65% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.12% | -0.02% | +1.02% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | +0.02% | +3.52% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | +0.05% | -17.41% | |
| 45 | VV | Vanguard Large-cap ETF | ETF-Other | 0.11% | -0.01% | — | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.11% | — | +1.70% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.11% | -0.02% | — | |
| 48 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.11% | — | +1.71% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | -0.01% | +0.45% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.11% | +0.11% | NEW |
According to official SEC Form 13F filings, Hilltop Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $202.2M across 51 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IUSG, JEPQ, VTEB) accounted for 56.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
ISRG
市值: $866.1K
Top Position Liquidated / Trimmed
CVMC
前期市值: $1.4M
During Q3 2024, Hilltop Wealth Advisors, LLC's top holdings by market value included IUSG (15.0%)、JEPQ (10.6%)、VTEB (10.0%). The largest single position, IUSG, represented 15.0% of total portfolio value.
In Q3 2024, Hilltop Wealth Advisors, LLC made 47 total portfolio adjustments, initiating 2 new buys, adding to 20 positions, trimming 22 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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